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Nonprofiteer
← ROOTS OF PROGRESS

Form 990 for tax year 2023

Filed by ROOTS OF PROGRESS.

Totals

Total revenue
$292,659
Total expenses
$641,103
Contributions and grants received
$285,825
Grants paid
$0
Program service revenue
$0
Investment income
$5,268
Other revenue
$1,566
Total assets, end of year
$258,483
Total liabilities, end of year
$5,881
Net assets or fund balances, end of year
$252,602
Program services expenses (Part IX)
$480,240
Management and general expenses
$107,334
Fundraising expenses
$53,529
Program service expenses (Part III)
$480,240

Program services were 74.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $285,825

  • 3 · Investment income

    total $5,268 · excluded $5,268

  • 11a · Other revenue: OTHER

    total $1,566 · excluded $1,566

  • 11e · Other revenue, total

    $1,566

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $370,871 · program services $297,552 · management and general $29,826 · fundraising $43,493

  • 8 · Pension plan contributions

    total $1,124 · management and general $1,124

  • 10 · Payroll taxes

    total $25,224 · program services $16,953 · management and general $5,190 · fundraising $3,081

  • 11c · Fees: accounting

    total $19,265 · management and general $19,265

  • 11g · Fees: other

    total $60,773 · program services $20,536 · management and general $39,984 · fundraising $253

  • 12 · Advertising and promotion

    total $21,352 · program services $21,008 · fundraising $344

  • 13 · Office expenses

    total $2,062 · management and general $2,045 · fundraising $17

  • 14 · Information technology

    total $12,486 · program services $6,096 · management and general $6,076 · fundraising $314

  • 17 · Travel

    total $30,614 · program services $29,781 · management and general -$710 · fundraising $1,543

  • 19 · Conferences, conventions and meetings

    total $8,983 · program services $8,895 · fundraising $88

  • 23 · Insurance

    total $55 · management and general $55

  • 24a · Other expenses: PROGRAM DEVELOPMENT

    total $64,304 · program services $64,304

  • 24b · Other expenses: PRODUCTION

    total $10,000 · program services $10,000

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $9,196 · program services $5,095 · management and general $4,101

  • 24d · Other expenses: BANK FEES & MERCHANT FE

    total $4,632 · management and general $263 · fundraising $4,369

  • 24e · All other expenses

    total $162 · program services $20 · management and general $115 · fundraising $27

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $578,205 · end of year $249,052

  • 4 · Accounts receivable

    beginning of year $24,400 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $9,431

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,559 · end of year $5,881

  • 27 · Net assets without donor restrictions

    beginning of year $601,046 · end of year $252,602

Mission and programs · 2023

Mission

THE ROOTS OF PROGRESS IS A RECENTLY ESTABLISHED NON PROFIT ORGANIZATION IN THE STATE OF OREGON. OUR MISSION IS TO PROVIDE RESEARCH AND EDUCATION ON THE HISTORY AND NATURE OF HUMAN PROGRESS. 'PROGRESS' IS THAT WHICH ALLOWS PEOPLE TO LIVE BETTER LIVES: ANYTHING THAT INCREASES HEALTH, HAPPINESS, WEALTH, FREEDOM, KNOWLEDGE, PEACE, AND THE CHOICES AND OPPORTUNITIES OPEN TO EACH INDIVIDUAL. OUR MISSION IS TO DEFINE AND COMMUNICATE A NEW PHILOSOPHY OF PROGRESS FOR THE TWENTY-FIRST CENTURY. WE STUDY THE NATURE, VALUE, AND CAUSES OF PROGRESS, AND PRESCRIBE WAYS THAT HUMANITY CAN ACCELERATE AND STEER IT. WE WILL ALLOCATE 100% OF OUR TIME TOWARDS OUR ACTIVITIES; WHICH ARE THE FOLLOWING: RESEARCH: ESSAYS ON THE HISTORY OF TECHNOLOGY AND INDUSTRY, AND ON THE NATURE OF SCIENTIFIC, TECHNOLOGICAL, INDUSTRIAL, ECONOMIC, AND SOCIAL PROGRESS. MOST OF THE RESULTS OF THIS RESEARCH WILL BE MADE FREELY AVAILABLE TO THE PUBLIC ON OUR WEBSITE. WRITING: SPONSORING WRITERS TO CREATE BOOKS AND MAGAZINE/JOURNAL AR

Activities or mission (Part I)

OUR MISSION IS TO DEFINE AND COMMUNICATE A NEW PHILOSOPHY OF PROGRESS FOR THE TWENTY-FIRST CENTURY. WE STUDY THE NATURE, VALUE, AND CAUSES OF PROGRESS, AND PRESCRIBE WAYS THAT HUMANITY CAN ACCELERATE AND STEER IT.

  • FELLOWSHIP:THE PURPOSE OF THE ROOTS OF PROGRESS FELLOWSHIP IS TO ACCELERATE THE CAREERS OF PROGRESS INTELLECTUALS.WE LAUNCHED OUR FIRST PROGRAM, THE BLOG-BUILDING INTENSIVE, IN JULY, AND GOT ALMOST 500 APPLICATIONS. IN THE END, 19 FELLOWS PARTICIPATED IN THE PROGRAM, WHICH INVOLVED WRITING INSTRUCTION, EDITORIAL FEEDBACK, TRAINING IN AUDIENCE-BUILDING, AND A PEER GROUP FOR BRAINSTORMING AND FEEDBACK.SEVERAL OF THE FELLOWS LAUNCHED SUBSTACKS UNDER THEIR OWN NAME AND BRAND FOR THE FIRST TIME, HAVING PREVIOUSLY WRITTEN ONLY FOR OTHER PUBLICATIONS OR FOR THEIR EMPLOYERS. AND ON AVERAGE, THEY WROTE MORE THAN TWICE AS MUCH DURING THE INTENSIVE AS THEY HAD EARLIER IN THE YEAR.WRITING:FOUNDER AND PRESIDENT JASON CRAWFORD WROTE 35 ESSAYS FOR OUR BLOG, TOTALLING OVER 65K WORDS. HIS LONGEST, MOST IN-DEPTH PIECES WERE: "WHAT IF THEY GAVE AN INDUSTRIAL REVOLUTION AND NOBODY CAME?" A REVIEW OF THE BRITISH INDUSTRIAL REVOLUTION IN GLOBAL PERSPECTIVE, BY ROBERT ALLEN "CAN SUBMARINES SWIM?" WHICH DEMYSTIFIES ARTIFICIAL INTELLIGENCE "IF YOU WISH TO MAKE AN APPLE PIE, YOU MUST FIRST BECOME DICTATOR OF THE UNIVERSE, OR: WILL AI INEVITABLY SEEK POWER? "WHO REGULATES THE REGULATORS?" ARGUING THAT WE NEED TO GO BEYOND THE REVIEW-AND-APPROVAL PARADIGMOTHER THAN THAT, THE MOST POPULAR PIECES (BY VIEWS ON THE BLOG AND UPVOTES ON OTHER FORUMS) WERE: "WHY NO ROMAN INDUSTRIAL REVOLUTION?" "WHY DIDN'T WE GET THE FOUR-HOUR WORKDAY?" "THE COMMISSION FOR STOPPING FURTHER IMPROVEMENTS": A LETTER OF NOTE FROM ISAMBARD K. BRUNEL, CIVIL ENGINEER "HOW TO SLOW DOWN SCIENTIFIC PROGRESS," ACCORDING TO LEO SZILARD. SEVERAL OF THIS YEAR'S ESSAYS WERE "WHAT I'VE BEEN READING," WHICH CRAWFORD MADE INTO A QUASI-MONTHLY FEATURE. HE ALSO PUT OUT 35 ISSUES OF THE "LINKS DIGEST", ON A SCHEDULE WHICH VARIED FROM WEEKLY TO MONTHLY. IN TOTAL HE RECOMMENDED WELL OVER 1,000 LINKS AND INCLUDED 139 CHARTS AND IMAGES.OVERALL WE HAD 134K VISITORS TO ROOTSOFPROGRESS.ORG, AND OUR EMAIL NEWSLETTER GREW MORE THAN 2.4X, TO OVER 18K SUBSCRIBERS.TALKS AND INTERVIEWS:CRAWFORD ALSO GAVE ABOUT A DOZEN PUBLISHED TALKS AND INTERVIEWS, INCLUDING: "REMEMBER THE PAST TO BUILD THE FUTURE," RECORDED AT FORESIGHT INSTITUTE'S VISION WEEKEND 2022 AND PUBLISHED IN JANUARY A TALK TO THE INSTITUTO MILLENIUM IN BRAZIL, WITH ABOUT 80 PEOPLE ATTENDING LIVE: "TOWARD A NEW PHILOSOPHY OF PROGRESS" INFINITE LOOPS PODCAST WITH JIM O'SHAUGHNESSYHE ALSO SPOKE IN SEVERAL PRIVATE VENUES, INCLUDING: THE SANTA FE INSTITUTE, AT A WORKSHOP ON "ACCELERATING SCIENCE." HE ALSO WROTE UP THE TALK AS AN ESSAY. THE TAKSHASHILA INSTITUTE IN BANGALORE. HE SPOKE FIRST IN PERSON TO A GROUP OF A COUPLE DOZEN OF THEIR SCHOLARS, AND LATER ADDRESSED OVER 200 STUDENTS TAKING THEIR GRADUATE CERTIFICATE IN PUBLIC POLICY VIA ZOOM STRIPE, WHERE HE GAVE AN INTERNAL TECH TALK. HE GAVE A CONDENSED VERSION OF THE TALK AT FORESIGHT VISION WEEKEND 2023 AN ASTRAL CODEX TEN / LESSWRONG MEETUP IN BANGALORE, WHERE HE DISCUSSED PROGRESS WITH SOME 30 OR 40 ATTENDEESFINALLY, HE WAS BRIEFLY QUOTED IN A YEAR-END REVIEW IN THE CHRISTIAN SCIENCE MONITOR.THE ORIGINS OF STEAM POWER:THE ORGANIZATION SPONSORED AN ESSAY ON THE PRE-HISTORY OF THE STEAM ENGINE, WITH INTERACTIVE ANIMATED DIAGRAMS. IT CAN BE FOUND AT HTTPS://BLOG.ROOTSOFPROGRESS.ORG/STEAM-ENGINE-ORIGINSTHE PROGRESS FORUM:THE ORGANIZATION CONTINUES TO SPONSOR THE PROGRESS FORUM, THE ONLINE HOME FOR THE PROGRESS COMMUNITY. IT IS A DISCUSSION FORUM FOR EVERYTHING RELATED TO PROGRESS.

    Expenses $480,240

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jason Crawford

    PRESIDENT

    Total calculated
    $202,668
    From this org
    $202,668
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,128
    Bonus
    $0
    Other
    $2,540
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $202,668
  • Ramandeep Girn

    SECRETARY

    Total calculated
    $0
    Hours/week
    2
  • Anil Varanasi

    TREASURER

    Total calculated
    $0
    Hours/week
    2
  • Heike Larson

    VP OF PROGRAMS

    Total calculated
    $168,203
    From this org
    $168,203
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,203
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $168,203

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
8 November 2024
IRS schema version
2023v5.1
Source object
202433169349302813

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